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Nick DonaldsonDenver, CO

Related to:
Jim Donaldson 70 Jennifer Q Anderman 27 George Taylor Anderman 63 Margaret T Anderman 29

Nick Donaldson Phones & Addresses

Denver, CO   

4999 Birch St, Cherry Hills Village, CO 80121    303-7139910   

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Resumes

Nick Donaldson Photo 40

Tax Staff At Frazier & Deeter, Llc

Position:
Tax Staff at Frazier & Deeter, LLC
Location:
Atlanta, Georgia
Industry:
Accounting
Work:
Frazier & Deeter, LLC since Sep 2012
Tax Staff Smith & Howard - Atlanta Jan 2012 - Apr 2012
Tax Intern Georgia Tech Alumni Association May 2011 - Dec 2011
Campus Relations Assistant Georgia Tech Alumni Association Sep 2009 - May 2011
Fundraiser
Education:
Georgia Institute of Technology 2008 - 2012
Bachelor of Science (BS), Accounting Landmark Christian School 2006 - 2008
Languages:
Some Spanish
Nick Donaldson Photo 41

Empowering Clients To Take Charge Of Their Financial Futures

Position:
Investment Adviser Representative of Park Avenue Securities at Financial Advisor at Wealth Strategies Group
Location:
Greater Denver Area
Industry:
Financial Services
Work:
Financial Advisor at Wealth Strategies Group - Greenwood Village, CO since Oct 2011
Investment Adviser Representative of Park Avenue Securities ING Financial Partners - Greenwood Village, CO Jul 2009 - Sep 2011
Investment Adviser Representative Transamerica Aug 2007 - Jul 2009
Internal Wholesaler OppenheimerFunds Apr 2006 - Aug 2007
Retirement Plans Specialist, HNW, 529 LPL Financial Jun 2005 - Apr 2006
Broker Assistant - Retirement Plans Coordinator
Education:
Colorado State University 2001 - 2005
B.S., Rockwell College of Business
Skills:
Financial Planning, Financial Advisory, Alternative Investments, Investment Strategies, Investment Advisory, Retirement Savings, Business Planning, Succession Planning, Retirement Planning, Retirement Plan Consulting, Financial Advice, Nonprofit Retirment Plans & Benefits Consultant, Financial Literacy Training, College Funding Strategies, Cash Flow Management
Certifications:
Series 6, FINRA
Series 7, FINRA
Series 66, FINRA
Licensed & Registered in, AZ, CA, CO, IL, NM, NV, WA, WY

Possible Relatives

Cynthia K Donaldson  David P Donaldson  Dawn R Donaldson  Dean Donaldson  Deanna K Donaldson  Dalinda A Donaldson  Damon R Donaldson  Nick Johnson  Nick Jones  Nick M Stansbury 

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